Intercontinental Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.23M | Buy |
7,349
+95
| +1% | +$15.9K | 0.29% | 75 |
|
|
2023
Q1 | $1.09M | Buy |
7,254
+1,074
| +17% | +$162K | 0.28% | 80 |
|
|
2022
Q4 | $1.08M | Sell |
6,180
-249
| -4% | -$43.7K | 0.32% | 67 |
|
|
2022
Q3 | $1.17M | Buy |
6,429
+8
| +0.1% | +$1.46K | 0.37% | 59 |
|
|
2022
Q2 | $1.16M | Sell |
6,421
-28
| -0.4% | -$5.04K | 0.31% | 66 |
|
|
2022
Q1 | $1.27M | Sell |
6,449
-82
| -1% | -$16.2K | 0.29% | 67 |
|
|
2021
Q4 | $1.09M | Buy |
6,531
+821
| +14% | +$137K | 0.23% | 92 |
|
|
2021
Q3 | $937K | Sell |
5,710
-517
| -8% | -$84.8K | 0.22% | 96 |
|
|
2021
Q2 | $1.02M | Buy |
6,227
+214
| +4% | +$35K | 0.2% | 94 |
|
|
2021
Q1 | $912K | Buy |
6,013
+327
| +6% | +$49.6K | 0.2% | 96 |
|
|
2020
Q4 | $921K | Buy |
5,686
+476
| +9% | +$77.1K | 0.22% | 90 |
|
|
2020
Q3 | $847K | Buy |
5,210
+418
| +9% | +$68K | 0.25% | 80 |
|
|
2020
Q2 | $882K | Buy |
4,792
+957
| +25% | +$176K | 0.29% | 75 |
|
|
2020
Q1 | $595K | Buy |
+3,835
| New | +$595K | 0.31% | 78 |
|
|
2019
Q2 | – | Sell |
-738
| Closed | -$102K | – | 417 |
|
|
2019
Q1 | $102K | Hold |
738
| – | – | 0.05% | 175 |
|
|
2018
Q4 | $93K | Buy |
+738
| New | +$93K | 0.05% | 172 |
|